Crestwood Advisors Group’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1M | Sell |
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|
2025
Q1 | $16.1M | Sell |
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|
2024
Q4 | $17.2M | Buy |
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|
2024
Q3 | $7.57M | Buy |
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|
2024
Q2 | $7.04M | Sell |
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|
2024
Q1 | $7.82M | Buy |
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|
2023
Q4 | $6.88M | Sell |
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|
2023
Q3 | $13.5M | Buy |
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|
2023
Q2 | $13.3M | Buy |
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|
2023
Q1 | $12.9M | Hold |
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|
2022
Q4 | $13M | Buy |
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|
2022
Q3 | $3.43M | Sell |
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|
2022
Q2 | $12.1M | Hold |
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|
2022
Q1 | $13.4M | Hold |
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|
2021
Q4 | $13.6M | Sell |
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|
2021
Q3 | $14.9M | Sell |
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|
2021
Q2 | $18.6M | Hold |
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|
2021
Q1 | $18.2M | Hold |
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|
2020
Q4 | $17.2M | Sell |
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|
2020
Q3 | $15.3M | Sell |
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|
2020
Q2 | $16.5M | Buy |
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|
2020
Q1 | $3.62M | Sell |
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|
2019
Q4 | $6.55M | Hold |
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|
2019
Q3 | $5.93M | Hold |
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|
2019
Q2 | $5.61M | Hold |
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|
2019
Q1 | $5.22M | Buy |
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